Sage Mountain Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-393	Closed	-$10.3K	–	542
2025 Q1	$10.3K	Hold	393	–	–	﹤0.01%	476
2024 Q4	$10.9K	Buy	+393	New	+$10.9K	﹤0.01%	460
2022 Q1	–	Sell	-585	Closed	-$16K	–	691
2021 Q4	$16K	Buy	+585	New	+$16K	﹤0.01%	656